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AE Wealth Management’s Dow Inc DOW Stock Holding History

AE Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$892K Sell
21,426
-946
-4% -$30K ﹤0.01% 867
2025
Q4 		$523K Sell
22,372
-2,310
-9% -$53.1K ﹤0.01% 1034
2025
Q3 		$566K Sell
24,682
-32,737
-57% -$816K ﹤0.01% 923
2025
Q2 		$1.52M Buy
57,419
+10,832
+23% +$315K 0.01% 607
2025
Q1 		$1.63M Sell
46,587
-3,491
-7% -$134K 0.01% 580
2024
Q4 		$2.01M Sell
50,078
-40,476
-45% -$1.89M 0.02% 518
2024
Q3 		$4.95M Sell
90,554
-1,692
-2% -$89.3K 0.04% 336
2024
Q2 		$4.89M Buy
92,246
+18,344
+25% +$1.05M 0.05% 330
2024
Q1 		$4.28M Sell
73,902
-421,942
-85% -$23.3M 0.05% 326
2023
Q4 		$26.8M Sell
495,844
-9,277
-2% -$474K 0.14% 163
2023
Q3 		$26M Buy
505,121
+49,348
+11% +$2.65M 0.16% 145
2023
Q2 		$24.3M Buy
455,773
+205,199
+82% +$10.9M 0.15% 160
2023
Q1 		$13.7M Sell
250,574
-2,782
-1% -$157K 0.09% 275
2022
Q4 		$12.8M Buy
253,356
+24,766
+11% +$1.21M 0.09% 256
2022
Q3 		$10M Buy
228,590
+79,305
+53% +$4.02M 0.08% 266
2022
Q2 		$7.71M Buy
149,285
+10,168
+7% +$651K 0.06% 332
2022
Q1 		$8.87M Buy
139,117
+31,429
+29% +$1.9M 0.06% 309
2021
Q4 		$6.11M Buy
107,688
+5,159
+5% +$294K 0.04% 380
2021
Q3 		$5.9M Buy
102,529
+15,077
+17% +$923K 0.05% 340
2021
Q2 		$5.53M Buy
87,452
+5,967
+7% +$394K 0.05% 337
2021
Q1 		$5.21M Buy
81,485
+9,299
+13% +$556K 0.05% 305
2020
Q4 		$4.01M Buy
72,186
+145
+0.2% +$7.49K 0.05% 308
2020
Q3 		$3.39M Buy
72,041
+1,506
+2% +$67.6K 0.05% 303
2020
Q2 		$2.88M Buy
70,535
+4,517
+7% +$165K 0.04% 318
2020
Q1 		$1.93M Buy
66,018
+27,255
+70% +$1.16M 0.04% 319
2019
Q4 		$2.12M Buy
38,763
+4,142
+12% +$214K 0.05% 328
2019
Q3 		$1.65M Buy
34,621
+1,120
+3% +$52.4K 0.05% 311
2019
Q2 		$1.65M Buy
+33,501
New +$1.77M 0.05% 279

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AE Wealth Management's DOW Position: Q1 2026 in Review

AE Wealth Management reduced its Dow Inc (DOW) stake by 4.2% in Q1 2026, selling an estimated $30K and leaving 21,426 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

AE Wealth Management first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $26.8M in Q4 2023. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • AE Wealth Management held 21,426 shares of Dow Inc worth $892K as of Q1 2026.
  • AE Wealth Management sold 946 Dow Inc shares in Q1 2026, an estimated $30K.
  • Dow Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #867 holding.
  • AE Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's Dow Inc position peaked at $26.8M in Q4 2023.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.